Free Educational Workshops Open to All
Legacy Planning Workshop
Our Legacy Workshop will help you process how to articulate your legacy.
Family Philanthropy Workshop
Experts in charitable gift planning will discuss community impact through philanthropy.
Genealogy Workshop
Learn about genealogy research and mapping your family history.
Funeral Planning Workshop
Learn about things to consider in planning and funding a funeral.
Client Member Workshops
We love our clients, and we value long-term relationships as a trusted advisor to support them as life changes occur. We offer continuing educational and service related workshops to allow for certain plan updates and further enrich their estate planning process. Our upcoming workshops can be seen below.
Client Refresher Workshop
Client refresher workshops provide ongoing estate planning education for our clients.
Professional Advisor’s Education Series
Education is a foundational value of our firm, including taking the time to educate other professional advisors on various estate planning matters. Our upcoming topics covered can be found at the link below.
Professional Advisor’s Series
Our Professional Advisor Speaking Series covers advanced estate planning topics. Dedicated webpage coming soon.